Your Successful Retirement is Our Mission
Retirement matters. At Capstone Financial, we believe everyone deserves the chance to retire successfully. As an independent financial services firm, we are fiduciaries who put the needs of our clients first — always and without exception. We have dedicated our firm to providing comprehensive retirement plans to individuals, and retirement plan consulting to businesses and non-profit organizations.
We look forward to assisting you on your journey toward retirement with high-quality, fee-based advice and guidance.Contact Us
We can partner with your company in a co-fiduciary capacity to fulfill its retirement planning needs obligations, and requirements for every participant.
Individual Wealth Management
We can help you generate income in retirement, save for the future, and invest in low-cost, high-efficient options.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
A few strategies that may help you prepare for the cost of higher education.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
For many, retirement includes contributing their time and talents to an organization in need.
An inside look at how marginal income tax brackets work.
How to help determine life insurance needs to provide for your family after you pass away.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
What is your plan for health care during retirement?
There are hundreds of ETFs available. Should you invest in them?
There’s an alarming difference between perception and reality for current and future retirees.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How does your ideal retirement differ from reality, and what can we do to better align the two?
With alternative investments, it’s critical to sort through the complexity.